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How to Add a Team Member in Housing Market CRM

Tutorial 165 of 181 · 42 s

Open the product

The Business plan of Housing Market CRM turns one account into a team: it includes 10 users, and each additional user costs $5 per month. This tutorial opens Team, invites a new agent by email with the Agent role, and shows the invitation under Pending invitations, where it can be resent or withdrawn. If the person already has a Housing Market agent account with that address, they simply accept and join; otherwise their account is created when they accept. We finish with the Members list, where every seat on the account is shown.

In this tutorial you will learn

  • Where to manage your team
  • How to invite someone by email
  • Which roles you can give
  • How to resend or withdraw an invitation
  • How many users Business includes

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Click Team in the left menu.
  3. The counter shows how many seats are in use.
  4. Enter your colleague’s email address.
  5. Choose a role — Agent, Manager or Administrator.
  6. Click Send the invitation.
  7. The invitation waits under Pending invitations.
  8. You can Resend or Withdraw it.
  9. Accepted invitations appear under Members.